BR · Earnings call · 2026Q2T · Full report

Acquisition / Partnership / Divestiture

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 58 · Surprise 42 · In source text

Broadridge closed four acquisitions for $283 million during fiscal 2026, including CQG, which closed in May and contributed three percentage points to fourth-quarter Capital Markets revenue growth. CQG strengthened futures and options capabilities and supported a competitive win with a significant trading institution in the fourth quarter. Acolin and iJoin contributed to fourth-quarter data-driven fund solutions growth, while Signal contributed two points to customer communications revenue growth. Management also invested $57 million in early-stage AI-native and tokenization companies and expects to retain capacity for additional tuck-in acquisitions.

Key facts

Closed four acquisitions for $283 million, including CQG which closed in May.
Broadridge closed the acquisition of CQG in early May to strengthen futures and options capabilities.
Signed agreement with Alpaca to provide governance and shareholder communication services on their tokenized asset network.
Broadridge has a relationship with Ondo to enable holders of synthetic tokens to exercise governance and extended Ondo relationship to custodial model they intend to launch in the U.S.
Wealth recurring revenue growth of 10% was driven in part by the SIS acquisition and new platform client Aviso and a leading Canadian bank win.
Acquisitions contributed 1.2% growth for the year.

Impact estimates

metric	direction	stage	expected	basis
assets	positive	realized	—	Closed four acquisitions for $283 million, including CQG which closed in May.
cash	negative	realized	—	Closed four acquisitions for $283 million, including CQG which closed in May.
assets	positive	realized	—	Broadridge closed the acquisition of CQG in early May to strengthen futures and options capabilities.
revenue	positive	probable	—	Broadridge closed the acquisition of CQG in early May to strengthen futures and options capabilities.
revenue	positive	committed	—	Signed agreement with Alpaca to provide governance and shareholder communication services on their tokenized asset network.